See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,043 | $177,572-88.1% | $154,803-86.4% | $142,382-85.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 24.54% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,090 | $4,810-56.6% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $4,333 | $6,272-30.9% | $5,540-21.8% | $6,507-33.4% |
| Admin fee / account holder | $222 | $16,786-98.7% | $14,329-98.5% | $12,624-98.2% |